Schroder Investment Management Group’s InvenTrust Properties IVT Stock Holding History

Schroder Investment Management Group’s Portfolio IVT Stock Details IVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.6M	Sell	655,096 -67,096	-9%	-$2.2M	0.02%	517
2026 Q1	$22M	Sell	722,192 -241,053	-25%	-$7.26M	0.02%	516
2025 Q4	$27.2M	Buy	963,245 +135,328	+16%	+$3.81M	0.02%	442
2025 Q3	$23.6M	Buy	827,917 +20,560	+3%	+$583K	0.02%	494
2025 Q2	$22.1M	Sell	807,357 -88,902	-10%	-$2.47M	0.02%	488
2025 Q1	$26M	Buy	896,259 +20,443	+2%	+$602K	0.03%	443
2024 Q4	$26M	Sell	875,816 -36,245	-4%	-$1.09M	0.02%	458
2024 Q3	$25.6M	Buy	+912,061	New	+$25.3M	0.03%	451

Other funds holding IVT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group's IVT Position: Q2 2026 in Review

Schroder Investment Management Group reduced its InvenTrust Properties (IVT) stake by 9.3% in Q2 2026, selling an estimated $2.2M and leaving 655,096 shares worth $23.6M. The position accounts for 0.02% of the portfolio, ranked #517.

Schroder Investment Management Group first reported a position in IVT in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.2M in Q4 2025. 265 funds tracked by Wall St. Rank hold IVT as of Q2 2026.

Schroder Investment Management Group held 655,096 shares of InvenTrust Properties worth $23.6M as of Q2 2026.
Schroder Investment Management Group sold 67,096 InvenTrust Properties shares in Q2 2026, an estimated $2.2M.
InvenTrust Properties made up 0.02% of Schroder Investment Management Group's portfolio in Q2 2026, its #517 holding.
Schroder Investment Management Group first reported a position in InvenTrust Properties in Q3 2024 and has held it in 8 quarters since.
Schroder Investment Management Group's InvenTrust Properties position peaked at $27.2M in Q4 2025.
265 funds tracked by Wall St. Rank held InvenTrust Properties as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.